Councilmark Asset Management’s Walt Disney DIS Stock Holding History

Councilmark Asset Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	17,101 +110	+0.6%	+$11.2K	0.87%	29
2026 Q1	$1.64M	Buy	16,991 +30	+0.2%	+$3.17K	0.94%	28
2025 Q4	$1.93M	Sell	16,961 -205	-1%	-$22.6K	1.08%	23
2025 Q3	$1.97M	Sell	17,166 -1,610	-9%	-$190K	1.13%	24
2025 Q2	$2.33M	Buy	18,776 +70	+0.4%	+$7.27K	1.47%	20
2025 Q1	$1.85M	Hold	18,706	–	–	1.25%	22
2024 Q4	$2.08M	Sell	18,706 -5	-0%	-$525	1.4%	19
2024 Q3	$1.8M	Hold	18,711	–	–	1.21%	24
2024 Q2	$1.86M	Hold	18,711	–	–	1.32%	22
2024 Q1	$2.29M	Buy	+18,711	New	+$1.95M	1.65%	17

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Councilmark Asset Management's DIS Position: Q2 2026 in Review

Councilmark Asset Management increased its Walt Disney (DIS) stake by 0.65% in Q2 2026, buying an estimated $11.2K and bringing the position to 17,101 shares worth $1.65M. The position accounts for 0.87% of the portfolio, ranked #29.

Councilmark Asset Management first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Councilmark Asset Management held 17,101 shares of Walt Disney worth $1.65M as of Q2 2026.
Councilmark Asset Management bought 110 Walt Disney shares in Q2 2026, an estimated $11.2K.
Walt Disney made up 0.87% of Councilmark Asset Management's portfolio in Q2 2026, its #29 holding.
Councilmark Asset Management first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
Councilmark Asset Management's Walt Disney position peaked at $2.33M in Q2 2025.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.